Forum Discussion
Beta Dashboard - Pro Trial Users - Invitees Not Seeing the Dashboard upon First Login
All, We've created a comprehensive Sales Dashboard and have invited Beta testers. (They have instructions on how to come in as Pro users on the trial.) The problem we're seeing is that when a '...
kcantor
Community Champion
Community ChampionIf you plan to use them as a trial then have them sign up for the service first. That would just mean sending out an invite to sign up for the free trial on one day then, give them a day or so to complete (set deadline), then share the dashboard.